Mabel Insights has today (7 August) launched a cashflow planning service for financial advisers.
The managed portfolio service and multi asset fund comparison site has shared that it launched the free service in response to adviser demand. Mabel CEO Lawrence Cook said: "The new service delivers groundbreaking tax optimisation to cashflow planning. Having fully considered what advisers told us they need and the FCA's views on such services we felt the time was right to deliver a service which fully responds to those challenges. "A key part of our development was to ensure we could provide full tax optimisation. This has taken some time to build but we think was worth the wait. Adv...
To continue reading this article...
Join Professional Adviser for free
- Unlimited access to real-time news, industry insights and market intelligence
- Stay ahead of the curve with spotlights on emerging trends and technologies
- Receive breaking news stories straight to your inbox in the daily newsletters
- Make smart business decisions with the latest developments in regulation, investing retirement and protection
- Members-only access to the editor’s weekly Friday commentary
- Be the first to hear about our events and awards programmes